What You Need Before You Start
- CSV file with headers matching FieldPulse field names
- Admin access to Inventory > Import
- Backup of existing inventory (recommended)
CSV Format Requirements
| Column | Required | Notes |
|---|---|---|
| part_number | Yes | Unique identifier |
| name | Yes | Display name |
| category | No | Creates category if new |
| unit_cost | No | Decimal, no currency symbol |
| quantity_on_hand | No | Defaults to 0 |
| min_stock_level | No | Triggers low-stock alert |
| barcode | No | Scannable identifier |
Import Process
- Navigate to Inventory > Import > Upload CSV
- Map your columns to FieldPulse fields (auto-matches exact names)
- Review validation errors — fix in your file, not in the preview
- Click Import — large files may take 2–5 minutes
- Check the import log for skipped rows
Common Errors
- Duplicate part_number — import stops at first duplicate unless you check "Update existing"
- Invalid unit_cost format — remove $ and commas
- Category too long — max 50 characters
Updating vs. Creating
Check Update existing items to overwrite matched part numbers. Unchecked, duplicates are skipped and logged.
See Also
- Setting Up Your Parts Inventory
- Adding and Editing Inventory Items
- Barcode Scanning for Inventory Management